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Laffer Tengler Investments is a distinguished investment management firm catering to high-net-worth individuals and families. With a strategic and data-driven approach, their team of seasoned professionals focuses on delivering optimal outcomes for clients.
What sets them apart is direct access to their CEO, Chief Investment Officer, and Portfolio Managers, ensuring a personalized strategy aligned with individual objectives. Their comprehensive approach encompasses creative liquidity management, individually structured income portfolios, and active quantitative equity risk management to pursue market returns.
Transparency and client-centricity are paramount. Laffer Tengler Investments prioritizes what matters most to clients and offers clear insights into their methods and fee structure.
As a boutique firm, they provide dedicated relationship management teams, along with expert financial advisors, to serve each client's unique needs. Whether it's investment management or comprehensive wealth management, Laffer Tengler Investments offers tailored solutions, either in-house or in collaboration with third-party professionals, to meet diverse wealth management objectives.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
108068 | 8 |